Key Takeaways:

Introduction [.44]

What is Financial Wellness [4.33]

What does a Financial Wellness program include for participants [6:02]

How can companies promote these programs [9:06]

What do investment plan advisors really look like [11:42]

How to educate on utilizing all your plan offerings [14:26]

How can plan sponsors promote finance wellness programs [15:40]

Conclusion [18:50]

Resources:

BDO.com

BDO.com/ERISA

Beth Lee Garner on LinkedIn